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James Gambaccini

James Gambaccini

Reston, VA
Verified Identity

Managing Partner and Principal Wealth Advisor at

Acorn Financial Services

Years of Experience

25 years

Number of Clients

400

Average Client Size

$5,000,000

Member Since

2026

Allow Me to Introduce Myself

James joined the Acorn Financial family in 2003 as a Financial Planner and became the sole owner and managing partner of the firm in 2012. Previously, James worked as a Financial Advisor at American Express Financial Advisors. James also has many years of experience as a seasoned entrepreneur in th...

One thing I want my clients to know about me is...

I help people make smart decisions with their money. Its not just me, we have a whole team behind me of CPAs, Attorneys, and CFPs. At Acorn, it's Your Wealth. One Team.

Clientele

Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Individuals
Ultra High Net Worth Individuals
Wealthy Families
Tech Sales
Retirees

Typical clientele description here

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

Massachusetts Institute of Technology

Masterclass in Business Administration & Management

Obtained in 2020

University of Akron

Bachelor of Science in Finance

Obtained in 1995

Disclosures and Proof of License

SEC Profile
FINRA BrokerCheck

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Profile Last Updated: August 30, 2026